Project Template

Project Name: (Required)

Client:

A. CLIENT CONTACT(S)

1. First and Last Name

1. Company/Firm

1. Email

1. Phone Number

1. Role in Project

2. First and Last Name

2. Company/Firm

2. Email

2. Phone Number

2. Role in Project

B. RECORD COLLECTION & BASIC INFORMATION

Please note key dates or deadlines required for this project:

/ /

Additional Dates/Deadlines:

/ /

Additional Dates/Deadlines:

/ /

How many custodians are being collected?

1-25
26-50
50-100
100+

What types of record collections will be sent to TCDI? (Please check all that apply)

Paper or Loose Files (Includes Audio-Video-Other)

ESI

Other

Other types of files being collected and sent to TCDI:

What is the anticipated volume of ELECTRONIC records to be sent for processing?

Less than 100GB
100-500GB
500GB-1TB
1-3TB
3-5TB
5TB+

How are the ESI records being collected? (Please check all that apply)

RoboCopy

Ghost

EnCase

ImageX

SafeCopy

Other (Please Explain Below)

Other means of ESI collection:

What is the anticipated volume of PAPER records to be sent for loading?

Less than 25,000 Pages
25,000 to 100,000 Pages
100,000 to 500,000 Pages
500,000 to 1 Million Pages
1 Million + Pages

What date do you expect to send the first round of data to TCDI?

/ /

What types of files will be sent to TCDI for processing? (Please check all that apply)

E-Files

Microsoft Outlook

Lotus Notes

eCTD

System Files

Temp Files

Other

Other types of files sent for processing:

How will ESI be sent to TCDI?

USB Drive

SATA Drive

CD/DVD

FTP Site

Other (Please Explain Below)

Additional means by which ESI will be sent:

Are any original pieces of client media expected to be sent for processing?

Yes
No

If yes, please note the original pieces of client media (i.e. removable media, CDs, DVDs, diskettes):

C. WEBSITE & DATABASE

How many users will be accessing the ClarVergence site?

1-25
26-50
50-100
100+

How many of the ClarVergence users will be document reviewers?

1-25
26-50
50-100
100+

Will you require SecurID tokens for your site?

Yes
No

Is there an existing database structure that you would like to utilize? (If YES, please provide a list of current database fields and definitions if available below.)

Yes
No

List of database fields and definitions:

Please provide a list of Review Administrators for the ClarVergence site:

Please provide a list of QC Reviewers for the ClarVergence site (if QC is being utilized):

What database fields/codes are needed for your document review templates? (Link Under Construction)

Please download the standard database fields template, edit and/or add to as needed, save to your machine and upload the revised spreadsheet below.

Will you be utilizing cascading coding (for exact duplicates) during review?

Yes
No

Do users need batch printing capabilities from the ClarVergence site? (If YES, please note user(s) and office(s) below.)

Yes
No

User(s) and office(s) needing batch print capabilities:

D. ESI PROCESSING

Would you like for TCDI to use the National Software Reference Library (NSRL) to identify and remove system and installation files?

Yes
No

What directories should be filtered out when processing?

\WINDOWS\CSC

\temporary_internet_files

\Programs

\RECYCLER

\Recycled

\System Volume Information

Other (Please List Below)

Additional directories to filter out when processing:

What files should be filtered out when processing?

$ntfs.log

Thumbs.db

ReadMe.txt

Lotusinstall.log

lccon6.nsf

decsdoc6.nsf

readme.nsf

lsxlc6.nsf

names.nsf

help65_client.nsf

log.nsf

bookmark.nsf

headline.nsf

perweb.nsf

wf4notes.nsf

Wicont.nsf

Other (Please List Below)

Additional files to filter out when processing:

What file extensions should be filtered out when processing?

bat

bin

bup

cab

cfg

chm

class

com

cpl

css

dll

dmp

dot

drv

dws

easm

evt

exe*

fav

gid

hdmp

hlp

ico

inf

ini

ins

itl

jar

key

kml

liveupdate

lnk

m4p

msi

mso

mtx

nsi

ocx

pak

qtp

qtr

reg

sldasm

sldprt

srs

sys

url

wmdb

wpl

xnk

Other (Please List Below)

Additional file extensions should be filtered out when processing:

Should TCDI filter out zero byte files when processing?

Yes
No

What time zone(s) should be used for all processing? (Note: The most common time zone options are shown, but all time zones are available for processing. Also, time zone settings will be automatically adjusted for Daylight Savings, unless requested other)

Universal Time Coordinated (UTC)

Eastern Standard Time (EST)

Central Standard Time (CST)

Pacific Standard Time (PST)

Other (Please List Below)

Additional time zones that should be used for all processing:

Should OLE/Embedded Objects be extracted when processing?

Yes
No

What level of deduplication is required?

Collection Level Deduplication

Custodian Level Deduplication

How should duplicate records be handled?

Do not load dups to the Client database

Load dups, but provide a means for identifying or suppressing duplicates when querying the database

Tiff all duplicates

Do not tiff duplicate records

Produce collection duplicates

Do not produce collection duplicates

Produce custodian duplicates

Do not produce custodian duplicates

Other (Please Explain Below)

Other means of handling duplicate records:

How should TCDI handle exception files (password protected, corrupt, etc.)?

Do not load exception files to the Client Database
Load exception files to the Client database so they can be identified and queried
Other (Please Explain Below)

E. IMAGE CONVERSION

What population of records should be imaged?

Image all records loaded to the Client database
Only image responsive records
Do not image any records
Other (Please Explain Below)

Other criteria for identifying record populations for imaging:

What image formats should be provided?

Black and White Tiff images - 300dpi,TIFFG4 (TIFF Group 4 non-stripping) with dithering turned on

Color PNG images - 300dpi, PNG16M (24-bit Color Portable Network Graphics with dithering turned on

Other (Please Explain Below)

Other image file formats that should be provided:

What file extensions should be imaged in color?

JPG

PPT

GIF

PDF

TIF

PNG

BMP

Other (Please List Below)

Additional file extensions that should be imaged in color:

What language should be used on placeholder images?

‘File Only Available in Native Format’
Other (Please Define Below)

Other language for placeholder images:

What file extensions should receive a placeholder image and placeholder designation of 'MEDIA'? (Note: Placeholder Designation is a field in the Client database that allows users to identify records that have received placeholder images.)

asf

asx

avi

wma

wmv

m4p

mp2

mp3

mp4

mpg

mpeg

wav

mov

aiff

qtv

qtm

swf

Other (Please List Below)

No files are being imaged

Additional file extensions that should receive a placeholder image and placeholder designation of 'MEDIA':

What file extensions should receive a placeholder image and placeholder designation of ‘SYSTEM’?

bat

bin

cab

cfg

chm

class

com

css

dll

eprt

evt

ev_

exd

exe

fav

gid

hlp

hdmp

ico

inf

ini

ins

kml

liveupdat

lnk

max

mcs

mdb

msi

mso

nsi

oab

ocx

oft

ows

phl

ph5

qtp

qtr

rec

rep

rpt

scp

sit

sldprt

sys

tmp

wmdb

Other (Please List Below)

No files are being imaged

Additional file extensions that should receive a placeholder image and placeholder designation of 'SYSTEM':

Should unrecognized file extensions, corrupt files, and non-viewable natives receive a placeholder designation of ‘Unrecognized’?

Yes
No

Should files with no text or zero byte receive a placeholder designation of ‘Blank’?

Yes
No

F. MICROSOFT SETTINGS

Excel Documents - Auto-Fit Column in Worksheet

Yes
No

Excel Documents - Auto-Fit Row in Worksheet

Yes
No

Excel Documents - Unhide Columns in Worksheet

Yes
No

Excel Documents - Unhide Rows in Worksheet

Yes
No

Excel Documents - Unhide Worksheets

Yes
No

Excel Documents - Worksheet: Color - No Fill

Yes
No

Excel Documents - Wrap Text

Yes
No

Excel Documents - Show All Data (Remove Filtering)

Yes
No

Excel Documents - Show All Levels (Group and Outline)

Yes
No

Excel Documents - Unmerge Cells

Yes
No

Excel Documents - Shrink to Fit

Yes
No

Excel Documents - Use Full Page/Scale/User Settings

Use Full Page
Scale to Fit
User Settings

Excel Documents - Remove Print Range

Yes
No

Excel Documents - Set Optimal Print Range

Yes
No

Excel Documents - Print Areas: Remove Rows to Repeat at Top

Yes
No

Excel Documents - Print Area: Remove Columns to Repeat at Left

Yes
No

Excel Documents - Object Options

Show All
Show Placeholders
Hide All

Excel Documents - Display Formulas

Yes
No

Excel Documents - Date Macros

<autodate>
Other:

Excel Documents - Header-Footer Date

<autodate>
Other:

Excel Documents - Header-Footer Time

<autotime>
Other:

Excel Documents - Path Macros

<autopath>
Other:

Excel Documents - File Name Macros

<autofile>
Other:

Excel Documents - Print Orientation

Portrait
Landscape
User Default

Excel Documents - Print Page Order

Down, Then Over
Over, Then Down

Excel Documents - Print Zoom Control

Auto Settings
80% of Normal Size
Other:

Excel Documents - Set Print Headings (Print Row and Column Headings)

Yes
No

Excel Documents - Print Row and Column Gridlines

Yes
No

Excel Documents - Set Paper Size

Letter Only
Other:

Excel Documents - Print

Draft Quality
Black and White
Color

Excel Documents - Remove Blank Columns Rows When Printing

Yes
No

Excel Documents - Print Comments at the End of Each Worksheet

Yes
No

Excel Documents - Print Left/Right Margins

Yes (0.5)
No

Excel Documents - Print Top/Bottom Margins

Yes (0.85)
No

Excel Documents - Auto adjust print settings so Headers and Footers do not run into cells

Yes
No

Word Documents - Print Comments

Yes
No

Word Documents - Document Properties: Print Document Properties

Yes
No

Word Documents - Field Codes: Print Field Codes

Yes
No

Word Documents - Print Hidden Text

Yes
No

Word Documents - Print Revision Marks and Track Changes

Yes
No

Word Documents - Orientation (Portrait / Landscape)

Portrait
Landscape
User Default

Word Documents - Allow A4-Letter Paper Resizing

Yes
No

Word Documents - Set Paper Size:

Letter Only
User Default

Word Documents - Date Macros

<autodate>
Other:

Word Documents - File Name Macros

<autofile>
Other:

Word Documents - Path Macros

<autopath>
Other:

Word Documents - Header/Footer Time

<autotime>
Other:

Word Documents - User Macros

<automacro>
Other:

PowerPoint Documents - Print:

Slides
Handouts
Notes Pages
Outline View

PowerPoint Documents - Printing: Slides Per Page (# value)

1 (Default)

PowerPoint Documents - Print Comments

Yes
No

PowerPoint Documents - Scale to Fit

Yes
No

PowerPoint Documents - Print Color / Grayscale / Black and White

Color
Grayscale
Black and White

PowerPoint Documents - Print Hidden Slides

Yes
No

PowerPoint Documents - Page Layout: Notes Orientation

Portrait
Landscape
User Default

PowerPoint Documents - Page Layout: Slide Orientation

Portrait
Landscape
User Default

PowerPoint Documents - Set Paper Size

Letter Only

PowerPoint Documents - Date Macros

<autodate>
Other:

Microsoft Project - Print

Task Sheet View

Expand all Subtask

Auto-fit all Columns

Set Column 1 to Repeat

Other (Please Explain Below)

Microsoft Project - Page Orientation

Portrait
Landscape

Microsoft Project - Page Breaks

On
Off

G. MISCELLANEOUS PROCESSING

Will TCDI be doing any keyword filtering or analysis? (If YES, please provide a list of keyword terms to be applied, and a description of the analysis that is required.)

Yes
No

Keyword terms to be applied and a description of the analysis that is required:

What metadata fields should be filtered?

All Text Based Fields

Other (Please Explain Below)

What filter information should be reflected in the database?

Filter terms

‘Flag’ reflecting the filter hits

Filter categories

Other (Please List Below)

Additional filter information that should be reflected in the database:

Will the filter be applied to the entire family or just the actual records that hit?

Entire Family
Only the actual record that hits
Other (Please Explain Below)

Details on how the keyword filter should be applied:

How should documents that do not hit the filter be handled?

Load to the Client database
Do not load to the Client database
Other (Please Explain Below)

Will TCDI be doing any date filtering? (If YES, please provide a list of date ranges and required fields for date filtering below.)

Yes
No

Date ranges and required fields:

Will the date filter be applied to the entire family or just the actual records that hit?

Entire Family
Only the actual record that hits
Other (Please Explain Below)

Additional detail on how date filter should be applied:

How should documents that are outside of the date filter/range be handled?

Load to the Client database
Do not load to the Client database
Other (Please Explain Below)

Will TCDI be doing any potential privilege tagging? (If YES, please provide a list of privilege terms to be applied.)

Yes
No

What metadata fields should be used for potential privilege tagging?

All text based fields

What potential privilege information should be reflected in the database?

Load terms that hit to the Priv Clue field

Flag documents that hit as ‘Yes’ in the Potentially Privileged field

Flag entire families that hit as ‘Yes’ in the Potentially Privileged field

Other (Please Explain Below)

Will potential privilege tagging be applied to the entire family or just the actual records that hit?

Entire Family
Only the actual record that hits
Other (Please Explain Below)

Will TCDI need to identify any foreign language documents? (If YES, please list the potential languages below.)

Yes
No

Potential Languages:

Will TCDI need to translate any foreign language documents?

Yes
No

Will TCDI be providing concept searching capabilities?

Yes
No

Will TCDI be providing concept clustering capabilities?

Yes
No

H. PRODUCTIONS

Please provide any known production dates or deadlines:

/ /

Additional known production dates or deadlines:

/ /

Will bates numbers be applied during production or during the imaging process?

Bates numbering at production
Bates numbering during imaging
Other (Please Explain Below)

What bates numbers/ranges should be applied? (Please include required prefixes or suffixes.)

How should bates numbers be oriented on the page?

Horizontally – Lower Right Corner
Horizontally – Lower Left Corner
Vertically – Lower Right Corner
Vertically – Lower Left Corner
Other (Please Explain Below)

What database field(s) should be populated with bates information?

Production DocID Begin

Production DocID End

Attach BegID

Attach EndID

Other (Please List Below)

Additional fields to be populated with bates information:

What production formats are required?

Single Page Tiff

Multi-Page Tiff

PDF Per Document

Native

Paper

Other (Please List Below)

Additional production formats required:

If native productions are required, how should the files be named?

batesnumber.ext
batesnumberConfidential.ext
Other (Please Explain Below)

What metadata fields are required for production? (Please List)

How will full text be produced?

Full text will not be produced
Full Text file (txt) per record (Preferred)
Full Text embedded in the metadata file

Will TCDI need to provide OCR for redacted documents so that redacted text is produced?

Yes
No

Please note any requirements for special watermarks, confidential footers, or protective order language for the documents:

How will TCDI be providing productions to the Client/Law Firm?

CD/DVD
Hard Drive
Uploaded via FTP or CV Site
Other (Please Explain Below)

Please provide a sample of how production media should be labeled. (Upload Sample Here)

Sections

Project Template

Document Actions